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Jennifer U

Series 66

Irvine, CA

Raymond James & Associates

Jennifer Uy is a financial advisor with Raymond James & Associates in Irvine, CA, holding a Series 66 designation and 18 years of industry experience. She previously worked at UBS Financial Services for 17 years before joining Raymond James in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jennifer H

Series 66

Irvine, CA

Raymond James & Associates

Jennifer Hocking is a Series 66–licensed financial advisor at Raymond James & Associates with 10 years of industry experience. She worked at UBS Financial Services for nine years before joining Raymond James in 2024. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Taryn M

Series 63, Series 65

Irvine, CA

Raymond James & Associates

Taryn Moll is a financial advisor at Raymond James & Associates with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jiangyun D

CFP®, Series 66

Irvine, CA

Raymond James & Associates

Jiangyun Dale is a CFP® and Series 66-licensed advisor at Raymond James & Associates with four years of industry experience. Before joining Raymond James, he worked at Merrill and has prior experience in real estate with Turtle Bay Real Estate Corp. He also has a background in journalism from his time at the Associated Press. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Steven H

Series 63, Series 66

Irvine, CA

Raymond James & Associates

Steven Hocking is a financial advisor at Raymond James & Associates with 24 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Raymond James. He holds Series 63 and Series 66 credentials. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ryan M

Series 66

Irvine, CA

Raymond James & Associates

Ryan Mueller is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Ironwood Brokers and Insurance Marketing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Deidre H

Series 66

Irvine, CA

Raymond James & Associates

Deidre Hutting is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America, N.A. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Peter H

Series 66

Irvine, CA

Raymond James & Associates

Peter Henziak is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America, N.A. He is based in Irvine, CA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Bradey J

Series 66

Irvine, CA

Raymond James & Associates

Bradey Jameson is a financial advisor with Raymond James & Associates in Irvine, CA, holding a Series 66 designation and 11 years of industry experience. His prior work includes positions at Merrill and Edward Jones. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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